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What is Zoho Books?

"Zoho Books is a simple, easy-to-use accounting app that tracks the money coming in and going out of your business. "

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Zoho Books scored 86/100 in the Accounting category.
This is based on user satisfaction (84/100), press buzz (59/100), recent user trends (falling), and other relevant information on Zoho Books gathered from around the web.

The score for this service has improved over the past month. What is this?

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Regional Restrictions: Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.

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Zoho Books Review

Editors' Review by the Accounting Software Review Team

An overview of Zoho Invoice accounting and finance software

Zoho Invoice is an accounting and finance software powerhouse used by a lot of businesses and organizations. It is the ideal software solution for small- to medium-sized enterprises and solo entrepreneurs who want to create and manage custom invoices.

The “Zoho” brand is undeniably a prominent one when it comes to their powerful online services for all kinds of businesses. The stand-alone Zoho Invoice, however, is arguably one of their best SaaS (Software as a Service) modules.

How Does Zoho Invoice Work?

Zoho Invoice is a web-based/cloud-based SaaS solution that doesn’t require any downloads or installation. All you need is an up-to-date web browser and you’re good to go. It is typically used by small business startups, freelance professionals, writers, creative designers and photographers who are looking to setup their online business and commercialize their brand in the online realm.

The software offers a wide range of features and capabilities like managing and monitoring digital invoices, as well as sharing them with clients online. You can use the service to keep track and follow any transaction, personalize your invoices by utilizing the vast pre-made templates library and import various elements that are specific to your business.

Moreover, Zoho Invoice also makes it possible for freelancers and entrepreneurs to create and deliver customized invoices in different languages and currencies.

The Key Benefits of Zoho Invoice Based on Its Wide Array of Features

Simple and Intuitive User Interface (UI)

Learning to use Zoho Invoice effectively is not difficult, thanks to its simple and intuitive UI accessible to any beginner or novice user. The software is designed to minimize the complexities and steep learning curves that usually come with this type of program. Managing finances and doing accounting is tough enough without having to deal with sophisticated software technology.

Zoho Invoice is a well-designed powerful program that allows individual users to create business forms and generate personalized invoices, while being able to make simple changes to the system settings from the moment they create their account. Additionally, users may also upload their own templates and brand logos, personalize business emails and set up taxes and tax groups.

Quick and Easy Setup Process

Setting up your Zoho Invoice account is quick and painless. Thanks to the well thought-out design of the system. All you need to do is enter a few important facts about your company, choose the appropriate portal name, pick out a template that will serve as your default invoice, place your company logo and you are ready to do business and make some money.

The service also provides tutorial materials like videos and tips to teach users how each of the system’s features and functions work. So it shouldn’t be hard to familiarize yourself with the software and get started with the processes.

Quick and Efficient Navigation

The organizational tools in Zoho Invoice are intuitive and relatively easy to navigate compared to other software solutions in the market. The tabs for the dashboard, invoices, estimates, contacts, expenses, payments received, reports and so on are easy to find and go through.

You can easily organize your account quickly and more efficiently as every single component is clearly labeled and placed in the location where you expect them to be.

Regular Updates and Bug Fixes

One of the best signs of a good software solution is the amount of care and effort the developer pours into the service. The constant updates and bug fixes are sure signs you’re getting optimal support from developers.

Zoho constantly releases new updates to improve and streamline the service. The company also puts out bug fixes when necessary.

Highly Functional Features

Zoho Invoice has quite a few basic invoicing features useful to any small business owner or freelancer. However, it also offers several unique capabilities that can further improve your efficiency and productivity as an entrepreneur and enhance user experience.

Some of its core features include:

The ability to send invoices to clients and automate the payment reminder process.

It allows you to send estimates to prospective clients, turn those estimates into invoices and keep track of your estimate history.

Create recurring invoices in a snap.

Clients can choose different payment gateways to settle charges.

Single platform access to estimates, invoices and timesheets for clients.

Detailed reports of expenses, sales and tax summary.

Android- and iOS-compatible programs.

Does Zoho Invoice Have Affordable Pricing Plans?

Zoho Invoice is available for free as a single-user platform for up to five customers. The free version comes with some of the core features like recurring invoices, time tracking, different payment portals and customer support.

There are different payment plans available as well, at competitive prices. They are as follows:

Zoho Invoice Basic ($7 per month, $70 per year) – single user, has all the key features and is good for up to 50 customers.

Zoho Invoice Standard ($15 per month, $$150 per year) – three users, has all the key features and is good for up to 500 customers.

Zoho Invoice Professional ($30 per month, $300 per year) – Unlimited users, has all the key features and is good for unlimited number of customers.

Is Zoho Invoice Worth Choosing?

As one of the many services offered by the Zoho brand, Zoho Invoice is an excellent well-designed software solution for SMEs, sole proprietors and freelancers. It carries a lot of useful features and capabilities to help with creating, monitoring and distributing digital invoices and estimates. It is easy to use and provides invaluable functionality.